The Minutes of Brad Gerstner on inference https://minutesof.com/brad-gerstner/on/inference/ Everything Brad Gerstner has said on inference: 2 verbatim quotes between October 2024 and May 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:53 +0000 Gerstner argues that token production and consumption is the fundamental basis of all AI intelligence. https://minutesof.com/q/108fa4fc-95f6-46b6-b83f-019d063ae52f/ https://minutesof.com/q/108fa4fc-95f6-46b6-b83f-019d063ae52f/ “There is no intelligence. There's no consumer chat GPT. There's no enterprise intelligence. There's no clawed code without the production of tokens.” — Altimeter Capital Fri, 15 May 2026 20:31:59 +0000 inference Gerstner reports Jensen predicts inference will scale 100x to billion-x with 40% of NVIDIA revenue already fro https://minutesof.com/q/50e70e24-1d30-4bef-bf58-58b1d0263aa5/ https://minutesof.com/q/50e70e24-1d30-4bef-bf58-58b1d0263aa5/ “he said as a consequence of that, inference is going to a 100 x, thousand x, a million x, maybe even a billion x.” — BG2 Pod Sun, 13 Oct 2024 10:35:00 +0000 inference